Tci Wealth Advisors, Inc. Incresed Positions in Q4 2024

Tci Wealth Advisors, Inc.

  • $1.13 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
KO
Coca Cola CO

Consumer Defensive
479
+ 10.35%
$61.74 - $71.71 $29.6K - $34.3K
5.11K $317K
DTE
Dte Energy CO

Utilities
3
+ 0.13%
$117.04 - $129.77 $351 - $389
2.35K $284K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
475
+ 4.36%
$44.04 - $49.49 $20.9K - $23.5K
11.4K $500K
DFIC
Dimensional ETF Tr Dimensional

ETFs
55
+ 0.57%
$25.61 - $28.0 $1.41K - $1.54K
9.63K $248K
TSCO
Tractor Supply CO

Consumer Cyclical
3.38K
+ 399.41%
$52.59 - $303.74 $178K - $1.03M
4.23K $224K
VEA
Vanguard Ftse Developed Market

ETFs
239
+ 3.39%
$47.57 - $52.44 $11.4K - $12.5K
7.29K $348K
NSC
Norfolk Southern Corp

Industrials
1
+ 0.06%
$230.6 - $277.0 $231 - $277
1.78K $418K
DVY
Ishares Tr

ETFs
3
+ 0.03%
$129.55 - $143.41 $389 - $430
10.1K $1.33M
D
Dominion Energy, Inc

Utilities
243
+ 1.76%
$52.63 - $60.92 $12.8K - $14.8K
14.1K $758K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
5.45K
+ 163.53%
$26.93 - $84.95 $147K - $463K
8.79K $240K
NUE
Nucor Corp

Basic Materials
91
+ 4.4%
$115.78 - $167.74 $10.5K - $15.3K
2.16K $251K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.2K
+ 89.16%
$18.41 - $40.87 $224K - $497K
25.8K $476K
MRK
Merck & Co., Inc.

Healthcare
448
+ 4.58%
$96.31 - $114.76 $43.1K - $51.4K
10.2K $1.02M
EFA
Ishares Tr Msci Eafe ETF

ETFs
6
+ 0.04%
$75.1 - $82.99 $451 - $498
13.5K $1.02M
VNQ
Vanguard Specialized Funds Van

ETFs
209
+ 0.99%
$87.85 - $98.6 $18.4K - $20.6K
21.4K $1.9M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
8.06K
+ 3.72%
$96.64 - $101.23 $779K - $816K
225K $21.8M
MSFT
Microsoft Corp

Technology
309
+ 0.89%
$406.35 - $454.46 $126K - $140K
34.9K $14.7M
MCD
Mcdonalds Corp

Consumer Cyclical
199
+ 1.03%
$288.47 - $316.54 $57.4K - $63K
19.6K $5.67M
SCHX
Schwab Strategic Tr Us Large C

ETFs
5.66K
+ 67.32%
$22.4 - $68.28 $127K - $386K
14.1K $325K
ABBV
Abb Vie Inc.

Healthcare
97
+ 0.6%
$164.99 - $203.87 $16K - $19.8K
16.4K $2.91M
AVDE
American Centy ETF Tr Avantis

ETFs
5.96K
+ 4.35%
$60.9 - $66.69 $363K - $397K
143K $8.77M
DFAX
Dimensional ETF Tr
46.4K
+ 5.1%
$24.76 - $27.04 $1.15M - $1.25M
956K $23.8M
LLY
Eli Lilly & CO

Healthcare
31
+ 0.38%
$727.2 - $932.06 $22.5K - $28.9K
8.23K $6.35M
DFIV
Dimensional ETF Tr

ETFs
60.2K
+ 4.59%
$34.86 - $37.97 $2.1M - $2.29M
1.37M $48.7M
AVEM
American Centy ETF Tr Avantis

ETFs
2.83K
+ 1.06%
$58.59 - $66.14 $166K - $187K
271K $15.9M
AVDV
American Centy ETF Tr Avantis

ETFs
16.8K
+ 2.65%
$63.85 - $70.4 $1.07M - $1.18M
649K $42.3M
Activity Summary
Buys All Purchases 81 New Holdings 4 Increased Positions 77 Sells All Sells 122 Reductions 122 Sold out 0 Options Calls 0 Puts 0
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